CRM for Sales: Tylr Mobile Connects the Inbox to Salesforce

Allison Howen

Posted on 4.17.2013

New technology from Tylr Mobile is helping connect salespeople’s inboxes with CRM data while on the go.

The technology, dubbed WorkinBox, is essentially an iOS app that connects to Salesforce. The mobile email solution allows salespeople to prioritize emails from customers and prospects, focus on important opportunities and access relevant customer information. Moreover, the technology allows users to turn messages into actionable tasks and update salesforce.com as they work. According to the Tylr Mobile blog, the first version of WorkinBox focuses on making sales professionals more productive and responsive to their customers.

“We help you focus on your priorities by organizing your inbox by account, opportunity or key contact,” the blog states. “We help you be responsive to your customers by giving you access to email templates, files and relevant CRM information. Create tasks from your email, remember what you commit to your customers and manage your activity list on the go. Spend your time selling, not doing data entry – WorkinBox helps you update your CRM as you work.”

It is also important to note that WorkinBox is built on a secure mobile work platform that is able to handle unique sales processes at different companies and is easy for IT to configure, deploy and manage. However, those interested in trying out WorkinBox won’t be able to download it in the app store yet, because the service is currently in beta and only being released in private deployments to pilot groups and companies leveraging the Salesforce platform. That said, those interested in trying WorkinBox, as well as have an iPhone and use Salesforce, can sign up to join the beta trial.

“The way we work on the go is broken – every mobile app is a silo, and email is the biggest silo of them all,” said Ryan Nichols, CEO & Co-Founder, Tylr Mobile. “Someone needs to bring all these silos together to help people get work done. That’s what we’re building here at Tylr Mobile.”